See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,018 | $95,561-25.7% | $77,163-8.0% | $139,434-49.1% |
| Participation rate | 57.1% | 73.9%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 5.30% | 54.92%-49.6pp | 37.87%-32.6pp | 372.94%-367.6pp |
| Employer contribution / active EE | $2,229 | $3,147-29.2% | $2,535-12.1% | $4,751-53.1% |
| Participant deferral / active EE | $4,927 | $4,624+6.6% | $3,833+28.5% | $6,710-26.6% |
| Admin fee / account holder | $10,750 | $8,295+29.6% | $5,472+96.4% | $11,403-5.7% |